IRIS
by Reckoning Machines
Research starts with the model.
Search the repository, work in the spreadsheet, and carry each decision into the next research cycle.
The model stays central. The work compounds around it.
How the work compounds The Research Velocity Flywheel A shorter path from question to decision.
Each cycle leaves the next one with better context, clearer evidence, and a faster start.
Why belief should be accountable.
Investment firms should be able to say why they believe what they believe - and whether it proved out.
Almost none can.
The reasoning lives in someone's head. Nothing checks whether it worked.
IRIS makes a firm's reasoning explicit and its judgment accountable. The belief has a source. The source has a record. The record eventually settles the question.
AI does the work that made this impractical before. It does not decide.
Find the work.
Search the repository and open the current company, model, or question without managing files.
Work in the spreadsheet.
Keep the familiar grid and formulas. IRIS keeps the assumptions, outputs, evidence, and changes around them.
The spreadsheet stays familiar. The context stays with it.
What you believed, and whether it held.
A Method commits to a number before the answer is known. When the answer arrives, the record settles it - held, failed, or revised.
Not a forecast archive. A track record of your firm's reasoning.
Reckoning Machines
Reckoning Machines is an advisory firm for investment companies.
We work on one problem. A firm should be able to say why it believes what it believes, and whether it proved out. Almost none can - the reasoning lives in someone's head, and nothing ever checks whether it worked.
We install the process and the infrastructure that change that, so the belief has a source, the source has a record, and the record eventually settles the question. IRIS is the system we built to do it. The Portfolio Workspace carries the same discipline into the portfolio: what the firm believes, what it should therefore own.
Put the reasoning on the record.
Trace what informed the belief. Check the judgment when the answer arrives.